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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
+$4.43M
Cap. Flow %
1.73%
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.2M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$593K
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$404K
2
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.8K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BEN icon
551
Franklin Resources
BEN
$17B
$765 ﹤0.01%
32
+5
+19% +$115
KTOS icon
552
Kratos Defense & Security Solutions
KTOS
$11.7B
$760 ﹤0.01%
10
– –
SCHA icon
553
Schwab U.S Small- Cap ETF
SCHA
$23B
$759 ﹤0.01%
27
– –
WBS icon
554
Webster Financial
WBS
$12.8B
$756 ﹤0.01%
12
– –
FIVE icon
555
Five Below
FIVE
$13B
$754 ﹤0.01%
4
+1
+33% +$163
EXEL icon
556
Exelixis
EXEL
$13.1B
$746 ﹤0.01%
17
– –
AFRM icon
557
Affirm
AFRM
$25.3B
$745 ﹤0.01%
10
+3
+43% +$216
HOLX
558
DELISTED
Hologic
HOLX
$745 ﹤0.01%
10
– –
GIS icon
559
General Mills
GIS
$19.9B
$744 ﹤0.01%
16
+4
+33% +$190
OMF icon
560
OneMain Financial
OMF
$7.27B
$744 ﹤0.01%
11
-1
-8% -$61
FHN icon
561
First Horizon
FHN
$12B
$741 ﹤0.01%
31
– –
SEIC icon
562
SEI Investments
SEIC
$12.6B
$739 ﹤0.01%
9
-1
-10% -$82
WEC icon
563
WEC Energy
WEC
$34.6B
$739 ﹤0.01%
7
– –
GGG icon
564
Graco
GGG
$13.5B
$738 ﹤0.01%
9
– –
HAS icon
565
Hasbro
HAS
$13.3B
$738 ﹤0.01%
9
– –
MOG.A icon
566
Moog Inc Class A
MOG.A
$13B
$731 ﹤0.01%
3
– –
VRSN icon
567
VeriSign
VRSN
$26.5B
$729 ﹤0.01%
3
– –
RPM icon
568
RPM International
RPM
$14.8B
$728 ﹤0.01%
7
-1
-13% -$108
AR icon
569
Antero Resources
AR
$11.4B
$724 ﹤0.01%
21
+6
+40% +$203
RMD icon
570
ResMed
RMD
$31.9B
$723 ﹤0.01%
3
-1
-25% -$256
LEN icon
571
Lennar Class A
LEN
$20.6B
$720 ﹤0.01%
7
– –
LECO icon
572
Lincoln Electric
LECO
$15.1B
$719 ﹤0.01%
3
– –
FTV icon
573
Fortive
FTV
$18.6B
$718 ﹤0.01%
13
+2
+18% +$104
LYV icon
574
Live Nation Entertainment
LYV
$43B
$713 ﹤0.01%
5
-2
-29% -$287
EXAS
575
DELISTED
Exact Sciences
EXAS
$711 ﹤0.01%
7
+4
+133% +$321
21 22
23
24 25

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HFM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HFM Investment Advisors held 1,342 positions worth $256M, up 3.8% from $246M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q4 2025 filing shows 75 new, 392 increased, 252 reduced and 63 closed positions. Its largest new stake was FS Specialty Lending Fund: 2,927 shares worth $41.4K. The largest sale was Dimensional National Municipal Bond ETF, an estimated $404K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q4 2025 buy was FS Specialty Lending Fund: 2,927 shares worth $41.4K.
  • HFM Investment Advisors added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $1.2M increase.
  • HFM Investment Advisors's biggest Q4 2025 reduction was Dimensional National Municipal Bond ETF, cutting an estimated $404K.
  • HFM Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $645.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $256M portfolio in Q4 2025.
  • HFM Investment Advisors opened 75 new positions and closed 63 in Q4 2025.
  • HFM Investment Advisors's portfolio value rose 3.8% quarter-over-quarter to $256M.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.